Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 2.53%
2 OFOS 2.29%
3 CBLS 2.28%
4 PXJ 2.26%
5 PSCE 1.83%
6 OIH 1.50%
7 XES 1.48%
8 PXI 1.33%
9 IEZ 0.96%
10 XSVM 0.72%
11 RZG 0.64%
12 CAFG 0.53%
13 FYT 0.50%
14 SFLO 0.47%
15 DSMC 0.44%
16 CCNR 0.44%
17 IWC 0.43%
18 BOTZ 0.41%
19 SQLV 0.41%
20 DWAS 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.13M (16.34%) -511.19K
Decreased by -2.21%
Mar 31, 25
2 Vanguard Group Inc 14.26M (10.07%) 208.29K
Increased by +1.46%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 10.28M (7.26%) -482.67K
Decreased by -4.70%
Mar 31, 25
4 State Street Corporation 6.58M (4.65%) -199.49K
Decreased by -3.03%
Mar 31, 24
5 Pacer Advisors, INC. 6.55M (4.63%) 923.48K
Increased by +14.11%
Dec 31, 24
6 State Street Corp 6.45M (4.56%) -443.90K
Decreased by -6.88%
Mar 31, 25
7 Encompass Capital Advisors LLC 5.10M (3.60%) 996.09K
Increased by +19.53%
Mar 31, 25
8 American Century Companies Inc 5.03M (3.55%) 303.07K
Increased by +6.03%
Mar 31, 25
9 Wellington Management Company LLP 3.37M (2.38%) 86.09K
Increased by +2.56%
Mar 31, 25
10 Geode Capital Management, LLC 3.36M (2.37%) 108.48K
Increased by +3.23%
Mar 31, 25
11 Gate City Capital Management, LLC 3.30M (2.33%) 1.41M
Increased by +42.64%
Mar 31, 25
12 Millennium Management LLC 3.15M (2.23%) -126.77K
Decreased by -4.02%
Jun 30, 24
13 Systematic Financial Management LP 2.95M (2.09%) 45.98K
Increased by +1.56%
Mar 31, 25
14 Fisher Asset Management, LLC 2.52M (1.78%) 697.81K
Increased by +27.64%
Mar 31, 25
15 ExodusPoint Capital Management, LP 2.49M (1.76%) 2.44M
Increased by +98.17%
Sep 30, 23
16 Balyasny Asset Management LLC 2.47M (1.75%) 1.93M
Increased by +78.09%
Dec 31, 24
17 ING Investment Management LLC 2.47M (1.74%) -531.27K
Decreased by -21.55%
Dec 31, 24
18 Bank of New York Mellon Corp 2.41M (1.70%) -70.64K
Decreased by -2.93%
Sep 30, 23
19 Principal Financial Group Inc 2.35M (1.66%) -88.47K
Decreased by -3.76%
Mar 31, 25
20 Ameriprise Financial Inc 2.34M (1.65%) -36.47K
Decreased by -1.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.68M (6.14%) -9.18K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.69M (3.32%) 138.39K
Increased by +2.95%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.56M (3.22%) 6.39K
Increased by +0.14%
Sep 30, 24
4 Avantis US Small Cap Value ETF 4.32M (3.05%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 3.54M (2.50%) 597.00
Increased by +0.02%
Apr 30, 25
6 VanEck Oil Services ETF 2.27M (1.60%) 26.37K
Increased by +1.16%
Apr 30, 25
7 DFA US Small Cap Value I 2.22M (1.57%) -49.68K
Decreased by -2.23%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.57%) 3.28K
Increased by +0.15%
Apr 30, 25
9 Vanguard Small Cap Index 1.79M (1.26%) 2.10K
Increased by +0.12%
Apr 30, 25
10 Columbia Acorn Inst 1.71M (1.21%) 0.00
Increased by 0.00%
Aug 31, 24
11 Global X Robotics & Artfcl Intllgnc ETF 1.64M (1.16%) 0.00
Increased by 0.00%
Apr 30, 25
12 Voya Small Cap Growth (Portland) 1.61M (1.14%) 499.79K
Increased by +30.98%
Sep 30, 24
13 Orbis SICAV Global Bal Instl Inv 1.53M (1.08%) -256.07K
Decreased by -16.70%
Sep 30, 24
14 BNP Paribas US Small Cap Classic R 1.51M (1.07%) 12.37K
Increased by +0.82%
Mar 31, 25
15 Fidelity Small Cap Index 1.42M (1.00%) 7.34K
Increased by +0.52%
Feb 28, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.40M (0.99%) 0.00
Increased by 0.00%
Nov 30, 24
17 Fidelity® Small Cap Index 1.38M (0.97%) 36.06K
Increased by +2.61%
Oct 31, 23
18 Voya Small Cap Growth 1.34M (0.95%) -275.27K
Decreased by -20.57%
Dec 31, 24
19 Voya Small Cap Growth I 1.34M (0.95%) -313.43K
Decreased by -23.42%
Dec 31, 24
20 Pacer US Small Cap Cash Cows 100 ETF 1.29M (0.91%) -4.92K
Decreased by -0.38%
Apr 30, 25